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MARKET ANALYSIS

COMCAM follows developments on the energy markets worldwide. In our Market Analysis we bring together selected news and data from named sources and add our own commentary for energy buyers.

Disclaimer: Each analysis contains COMCAM’s own commentary, which is COMCAM’s copyright and may not be reproduced without permission. Factual data and any third-party quotations remain the property of their original sources. The analyses are general market commentary and do not constitute investment, legal or tax advice.

EditionSeptember22026

LATEST: Energy market analysis September 2, 2026

The commodity is not the constraint. The queue in front of it is. Utah drills for firm power. Europe queues for it. A government-backed research site in Utah is running what amounts to a full-scale trial of enhanced geothermal. Rather than searching for the...

Read the complete energy market analysis

Market indicators

Aug 5 - Sep 15 tracked markets

Indicative values from the market update of Sep 1, 2026.

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42 analyses

Energy market analysis September 2, 2026

The commodity is not the constraint. The queue in front of it is. Utah drills for firm power. Europe queues for it. A government-backed research site in Utah is running what amounts to a full-scale trial of enhanced geothermal. Rather than searching for the...

2 September 2026Read

Energy market analysis August 5, 2026

Physical shipping data still tells a different story than the diplomacy This week again showed how far diplomatic signaling can drift from what is actually moving through the Strait of Hormuz. Qatar's foreign ministry said draft language for a settlement...

5 August 2026Read

Energy market analysis July 15, 2026

Europe aims for 2040 The set-piece of the week lands on 17 July, when the European Commission is expected to unveil its first dedicated electrification target for 2040. According to a draft seen by Bloomberg, Brussels wants electricity to carry a far larger...

15 July 2026Read

Energy market analysis July 1, 2026

When the cycle turns The energy market in the summer of 2026 is not experiencing a price spike. It is experiencing a structural reorientation. The framework that kept global commodity markets stable for the better part of four decades, a US-enforced maritime...

1 July 2026Read

Energy market analysis June 18, 2026

The real AI risk for energy may be moving too slowly, not too fast The anxiety around artificial intelligence and power has, until now, run in one direction: how many gigawatts the data-centre build-out will demand, and whether ageing grids can carry it. A...

18 June 2026Read

Energy market analysis June 3, 2026

Norway steps up pressure on the EU to reopen the Arctic Norway has intensified its lobbying in Brussels to soften or scrap the EU moratorium that keeps oil and gas drilling out of the Arctic. As Western Europe’s largest producer, and a supplier whose...

3 June 2026Read